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Lead InboxEvery enquiry from every source in one placeDeal PipelineDeals by stage with drag-and-dropQuote BuilderGST quotations in seconds, tracked when openedFollow-up EngineAutomatic reminders and follow-up sequencesAI Sales CopilotLead scores, call summaries and next stepsTeam TargetsTargets, leaderboards and activity by salespersonRevenue ViewForecasts, conversion rates and revenue reports
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See how Shree Packaging moved from a website form to ₹50.4 L in six days.

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Acceptable Use Policy

Our CRM is built to help sales teams follow up with people who want to hear from them. This policy sets the rules that keep it that way.

Messaging consent

  • Only message contacts who enquired with your business, are existing customers, or have otherwise agreed to be contacted.
  • Use approved WhatsApp templates and follow WhatsApp Business and Meta commerce policies.
  • Honour every opt-out. Do not re-add opted-out contacts under new records.

Prohibited use

  • Sending bulk unsolicited messages or purchased contact lists.
  • Content that is fraudulent, misleading, harassing or unlawful.
  • Attempts to access other accounts, probe the service for vulnerabilities without permission, or disrupt it.
  • Reselling access to the service without a written agreement.
  • Storing sensitive personal data such as card numbers or health records in free-text fields.

Responsible use of AI features

  • Review every AI-drafted message before sending.
  • Do not use AI features to impersonate people or generate deceptive claims about products or prices.

Enforcement

We may pause messaging, suspend users or close accounts that break this policy. Where possible we will contact the account administrator first.

Reporting misuse

If you receive unwanted messages sent through our service, report them from the sales desk page and we will investigate.

Cliverware
DEAL #2026·STATUS: WON
Lead Inbox→Deal Pipeline→Follow-up Engine→Quote Builder→AI Sales Copilot→Team Targets→Revenue View→Pricing→Contact
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